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1. Quarterly Schedule — Step by Step

Quarterly schedule form with Month of quarter and Last day of month controls Quarterly schedule with Month of quarter and Last day of month controls.
1

Select Quarterly

Choose Quarterly from Frequency.
2

Set the first quarterly Trigger Date/Time

Use the Trigger Date as the day-of-month anchor and set the generation time.
3

Choose Month of quarter

Select the month within each quarter. The screenshot shows “First month (Jan, Apr, Jul, Oct)”.
4

Choose the day rule

Use the Trigger Date day (for example the 20th), or select Last day of month when the task must always run at month-end.
5

Set Due Date offset

Choose the deadline relative to each quarterly trigger.
6

Apply the common settings

Use the End Date Settings, Non-Working Days and Company Holiday Calendar settings described above.
7

Verify Schedule Status

Confirm the next quarter, following quarter and third preview date.
Validated screenshot example: First month of quarter + day 20 gives 20 Oct 2026 → 20 Jan 2027 → 20 Apr 2027, all at 09:00. The month advances by three each time and the date remains the 20th.

Example use case

Quarterly compliance review: schedule the review for the 20th of the first month of each quarter at 09:00. For the example shown, the preview should progress Oct 20 → Jan 20 → Apr 20.

Quarter-end caution: if the requirement is “last working day of the quarter,” Last day of month alone means calendar month-end; the Non-Working Days rule must also be chosen so a weekend/holiday is handled correctly.

Quarterly examples

First month of quarter on the 20th: Jan 20, Apr 20, Jul 20, Oct 20. Quarter-end: select the appropriate month-of-quarter and use Last day of month where that control is available.